Job Description:

Account Executive, Institutional Client Services

Are you interested in joining Fidelity Institutional (FI) and working with Fidelity’s distribution channels to grow the institutional business? Can you represent Fidelity’s investment management capabilities and the broad functions of an investment account to institutional investors and their related providers? Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients? If so, we are excited to speak with you about an account executive role within FI’s Institutional Client Group (ICG).

ICG is an institutional distribution arm of Fidelity Institutional with responsibility for managing the investment relationships with Fortune 500 and large public sector clients. We are looking for a client service professional that can serve as the primary point-of-contact for our numerous distribution channels and their client base. The key functions of the role are to facilitate the servicing requirements of complex investment accounts by using internal partners within the organization to deliver a robust experience for our clients. These key areas of focus will require investment and financial acumen as well as the ability to organize competing priorities, all while working across a demanding…but collaborative culture.

The ICG organization includes sales, relationship management, client servicing, consultant relations and institutional portfolio management teams. The successful candidate will be an integral part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, and dedicated client service professionals – all designed to help our clients thrive.

The Expertise You Have

Bachelor’s degree required 5+ years experience in the financial services industry, with client facing experience preferred Passion for investments and working with institutional clients Ability to engage with all levels of a client organization Critical thinking and creative problem-solving to promote client retention Experience navigating within a large organization to deliver effective solutions

The Skills You Bring

Proven track record of building and managing relationships with sophisticated and demanding clients and internal partners Ability to work effectively across a collaborative and inclusive culture Outstanding organizational skills and ability to work in a fast paced environment Talent for effectively communicating complex information – both verbally and in writing Experience and self-motivation to work in a hybrid environment

The Value You Deliver

Deliver industry leading client service rooted in valuable, proactive, and timely communication Seek out and use the capabilities and resources of Fidelity to bring value to our clients Own critical operational issues and customer concerns through to resolution Share information and collaborate with colleagues across Fidelity to use best practices and work on cross-company initiatives

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer

Accommodation Language

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com , or by calling 800 835 5099, prompt 2, option 2.

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